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Consilio Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Consilio Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Sell
139,416
-6,232
-4% -$463K 2.92% 10
2025
Q4 		$10.6M Sell
145,648
-1,768
-1% -$129K 3.09% 9
2025
Q3 		$10.8M Sell
147,416
-940
-0.6% -$67.5K 3.56% 8
2025
Q2 		$10.4M Buy
148,356
+3,236
+2% +$212K 3.69% 8
2025
Q1 		$9.38M Sell
145,120
-57,692
-28% -$3.87M 3.92% 8
2024
Q4 		$13.4M Sell
202,812
-1,924
-0.9% -$131K 5.48% 6
2024
Q3 		$13.5M Sell
204,736
-1,732
-0.8% -$109K 5.57% 6
2024
Q2 		$12.5M Sell
206,468
-176,460
-46% -$10.7M 5.61% 6
2024
Q1 		$23.9M Sell
382,928
-2,928
-0.8% -$173K 11.2% 2
2023
Q4 		$22.4M Sell
385,856
-11,132
-3% -$595K 11.39% 2
2023
Q3 		$20.1M Buy
396,988
+9,380
+2% +$514K 11.71% 2
2023
Q2 		$21.3M Buy
387,608
+132,200
+52% +$6.93M 11.74% 2
2023
Q1 		$13.5M Sell
255,408
-8,212
-3% -$437K 7.62% 3
2022
Q4 		$13.4M Buy
263,620
+32,088
+14% +$1.63M 8.58% 3
2022
Q3 		$10.9M Buy
231,532
+13,304
+6% +$695K 8.53% 3
2022
Q2 		$10.7M Buy
218,228
+3,580
+2% +$193K 8.71% 3
2022
Q1 		$12.8M Sell
214,648
-12,580
-6% -$738K 10.04% 3
2021
Q4 		$14.5M Buy
+227,228
New +$14.2M 11.23% 2

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Consilio Wealth Advisors's VO Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q1 2026, selling an estimated $463K and leaving 139,416 shares worth $10M. The position accounts for 2.92% of the portfolio, ranked #10.

Consilio Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.9M in Q1 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Consilio Wealth Advisors held 139,416 shares of Vanguard Morningstar Mid-Cap ETF worth $10M as of Q1 2026.
  • Consilio Wealth Advisors sold 6,232 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $463K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.92% of Consilio Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $23.9M in Q1 2024.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.